Geneos Wealth Management’s SandRidge Energy SD Stock Holding History

Geneos Wealth Management’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-430	Closed	-$4.85K	–	2546
2025 Q3	$4.85K	Hold	430	–	–	﹤0.01%	2151
2025 Q2	$4.65K	Sell	430 -1,630	-79%	-$16.6K	﹤0.01%	2605
2025 Q1	$23.5K	Buy	2,060 +1,030	+100%	+$12.2K	﹤0.01%	2255
2024 Q4	$12.1K	Hold	1,030	–	–	﹤0.01%	1973
2024 Q3	$12.6K	Sell	1,030 -600	-37%	-$7.67K	﹤0.01%	1743
2024 Q2	$21.1K	Hold	1,630	–	–	﹤0.01%	1333
2024 Q1	$23.7K	Sell	1,630 -2	-0.1%	-$27	﹤0.01%	1304
2023 Q4	$22.3K	Hold	1,632	–	–	﹤0.01%	1311
2023 Q3	$25.6K	Hold	1,632	–	–	﹤0.01%	1290
2023 Q2	$24.9K	Hold	1,632	–	–	﹤0.01%	1302
2023 Q1	$23.5K	Hold	1,632	–	–	﹤0.01%	1292
2022 Q4	$27.8K	Sell	1,632 -300	-16%	-$5.61K	﹤0.01%	1240
2022 Q3	$31K	Sell	1,932 -398	-17%	-$7.19K	﹤0.01%	1190
2022 Q2	$37K	Hold	2,330	–	–	﹤0.01%	1409
2022 Q1	$37K	Hold	2,330	–	–	﹤0.01%	1510
2021 Q4	$24K	Buy	+2,330	New	+$27.7K	﹤0.01%	1801

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Renaissance Technologies

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First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors

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American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return